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Source Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Source Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,259
Closed -$258K – 118
2022
Q1 		$258K Sell
1,259
-996
-44% -$203K 0.08% 100
2021
Q4 		$502K Buy
2,255
+52
+2% +$11.8K 0.14% 74
2021
Q3 		$482K Sell
2,203
-292
-12% -$64.7K 0.13% 71
2021
Q2 		$572K Buy
2,495
+2
+0.1% +$450 0.15% 70
2021
Q1 		$551K Sell
2,493
-309
-11% -$67.5K 0.15% 69
2020
Q4 		$549K Buy
+2,802
New +$490K 0.15% 72

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return